Jeff’s Blog

Buying a home involves adhering to many vital processes such as determining the best locations and the types of the house that suits the needs and interests of an individual. However, determining the amount of money that a person is willing to spend when buying a home...

The Canadian federal government established the Registered Retirement Savings Plan (RRSP). It is a type of account created for Canadians so that they can save money for their retirement years. The main advantage of having an RRSP is that it allows tax deferral for...

Offered by employers, a 401(k) savings plan allows individuals to contribute part of their wages to a tax-deferred investment and savings plan. The amount that is contributed is not taxed until it is distributed or withdrawn from the plan. The name was derived from...

A journey of a thousand miles starts with the first step, right? Well, saving is also a step taken towards achieving a financial goal. When carefully thought, one can develop a realistic and achievable savings plan with the steps below. Save before Spending Making...

Podcasts are a great way to learn a lot of information quickly. The amazing thing about podcasts is that you can listen to them while you are doing almost anything. They don’t require you to sit down and read or look at a screen to obtain the information....

Did you know that switching hands from one financial advisor to another can cause mismanagement of finances? As simple as it may seem, this is just one of the many factors that could affect how your money is managed and grown over time. Start Now! The ultimate goal is...

Managing your personal finances is a task that many people do not want to partake in, let alone think about. In today’s day and age, we can make our lives a little less complicated (and less stressful!) by managing our budgets and tracking our money via our...

It is crucial for young adults to have an understanding of personal finance and how to manage money in the real world. Since this topic is not required in most high schools and colleges, young adults should take the time to learn about this topic outside of the...

Wealth management may seem like it’s pretty self-explanatory, but many professionals are still not able to precisely define its meaning despite the common use of the phrase. Wealth management at its core is addressed from two perspectives: the affluent individual and...